+2,228.9%
EVRG vs CASY
+33,553.3%
-31,324.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | +3.5% | +5.0% | -1.5% | +2.7% |
| 30D | +9.2% | +8.2% | +1.1% | +7.9% |
| 3M | +8.6% | -18.2% | +26.8% | +11.7% |
| 6M | +10.0% | -18.6% | +28.6% | +12.6% |
| YTD | +25.1% | +26.8% | -1.7% | +19.2% |
| 1Y | +19.5% | +31.6% | -12.1% | +13.1% |
| 3Y | +102.3% | +156.5% | -54.2% | +70.1% |
| 5Y | +66.8% | +258.6% | -191.8% | +32.1% |
| 10Y | +125.0% | +550.3% | -425.2% | +61.6% |
| All | +2,228.9% | +33,553.3% | -31,324.4% | +1,047.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling